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XCM Integrations

XCM has targeted integrations built with Outlook, document management, practice management, and similar applications. Our consultants can work with you to develop a successful integration strategy.

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XCM serves as the foundation of an efficient automated workflow. As such, you want it to work well with the other investments your firm has made in paperless and practice management technologies.

We understand and have put our resources into developing integration with the technologies that our clients have told us are most important. XCMworkflow was designed by business process experts to align with your existing technology investments, including transactional systems like GL, tax, or engagement. It integrates with practice and document management systems for one comprehensive view of work—without checking disparate tools and spreadsheets.

Document Management

XCM integrates with CCH’s ProSystem fx® Document, Windows® Explorer, and other Web-based document management systems, to give you real-time access to important client documents, research notes, and other essential files as the work moves intelligently through the office or across multiple offices.

All types of documents can be easily linked to the digital routing sheet within XCM, while preserving the security and controls of your electronic filing system. The most current versions of those files are easily accessible with a single click by every authorized member of your team working on that task—eliminating time wasted looking for files or toggling between systems.

Practice Management

XCM integrates with ProSystem fx® Practice Management to give you seamless control over your client data by turning your Administration module into the single source for client data:

  • Reducing administrative effort with initial data entry
  • Streamlining your data management and upkeep process
  • Ensuring former clients are automatically inactivated in XCM
  • Updating staff changes to reflect your team listings accurately in both systems

Our consulting team works with you through the integration process to understand your firm's approach to practice management, analyze existing data, and recommend enhancements to help you maximize your strategy. Then, we will help you devise a plan and implement to ensure that the integration is a success.